Lido Advisors
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Lido Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Lido Advisors’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,300
Closed -$172K – 1513
2024
Q2 		$172K Hold
1,300
– – ﹤0.01% 1303
2024
Q1 		$172K Hold
1,300
– – ﹤0.01% 1280
2023
Q4 		$165K Buy
+1,300
New +$150K ﹤0.01% 1246

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lido Advisors's ITA Position: Q2 2026 in Review

Lido Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 1.5% in Q2 2026, buying an estimated $73.3K and bringing the position to 21,575 shares worth $5.23M. The position accounts for 0.01% of the portfolio, ranked #494.

Lido Advisors first reported a position in ITA in Q3 2017 and has held it in 29 quarters since. The position peaked at $6.91M in Q3 2018. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Lido Advisors held 21,575 shares of iShares US Aerospace & Defense ETF worth $5.23M as of Q2 2026.
  • Lido Advisors bought 322 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $73.3K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #494 holding.
  • Lido Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2017 and has held it in 29 quarters since.
  • Lido Advisors's iShares US Aerospace & Defense ETF position peaked at $6.91M in Q3 2018.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.